Senior Financial Planning Assistant
1 week ago
Ferguson Dean is a respected name in the Financial Planning sector, and we are now seeking a skilled Paraplanner to join our team.
About the PositionThe ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to work effectively in a fast-paced environment.
Main Responsibilities:- Deliver high-quality client service and support the Adviser in developing comprehensive financial plans.
- Prepare detailed reports and presentations to communicate complex financial information to clients.
- Conduct research and analysis to identify suitable investment options for clients.
- Collaborate with colleagues to achieve seamless delivery of services and maintain excellent client relationships.
- Stay current with market trends and global developments to provide expert advice to clients.
- Utilize advanced financial modelling tools to create customized solutions for clients.
- Participate in client meetings to provide expert guidance and support.
Requirements and Salary:
- Dip Level 4 qualification or equivalent experience.
- Experience working with HNW and UHNW clients.
- A competitive salary range of £38,000-£48,000 per annum.
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